Client Support Agent

Bankwell

Client Support Agent at Bankwell assisting customers with account questions and technical issues. Fully remote role supporting clients with banking inquiries and maintaining compliance standards.

Posted 7/10/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service within a banking or fintech environment, with a strong focus on compliance, risk management, and effective communication. Proficient in navigating digital banking platforms and maintaining up-to-date knowledge of products and regulatory requirements.

Highest-signal resume keywords

Customer Service ExperienceRisk Identification and EscalationDigital Banking Platform FamiliarityExcellent Communication SkillsFiserv Premier UI Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceIssue ResolutionCompliance KnowledgeTime ManagementTechnical Skills

Soft Skills

EmpathyAttention to DetailSelf-Discipline

Tools & Technologies

Digital Banking PlatformsAI Powered Service ToolsKnowledge Base Management

Industry Keywords

BankingFintechRegulated EnvironmentFraud PreventionCybersecurity Best Practices

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Respond to inbound customer inquiries via phone, email, and chat with professionalism, empathy, and efficiency.
Resolve issues related to accounts, transactions, digital banking, card services, and general product questions.
Identify and escalate potential fraud, security, or compliance issues in accordance with training and policy.
Deliver accurate, clear, and client-friendly information in a manner that reflects Bankwell’s tone and values.
Navigate multiple systems to document interactions and research customer issues in real-time.
Maintain up-to-date knowledge of bank products, services, procedures, and regulatory requirements.
Meet or exceed performance metrics for quality, response time, customer satisfaction, and compliance.
Contribute to a culture of continuous improvement by providing feedback on tools, workflows, and processes. Contribute to our team’s ongoing development by updating, improving, and maintaining our Knowledge Base, New Hire training program docs, AI powered service tools, contact reporting, etc.

Requirements

What you’ll need

3 years of experience in a customer service role
Comfortable working independently in a remote setting, with strong time management and self-discipline.
Excellent written and verbal communication skills with a keen attention to detail.
Strong technical skills; comfortable learning and navigating multiple systems and tools simultaneously.
Familiarity with digital banking platforms and basic cybersecurity best practices is a plus.
Experience identifying and escalating risk-related issues such as potential fraud or unauthorized access.
A quiet, dedicated home office space with a reliable high-speed internet connection is required.
Experience in banking, fintech, or another regulated environment required.
Fiserv Premier UI experience

Benefits

Comp & perks

Fully remote role; applicants must reside in and be authorized to work in the United States
Must have a private and professional home office setup suitable for taking calls and working uninterrupted